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Recent Posts by Stephen Fallon

Pension Season 2016

A series of short youtube videos about retirement & pension planning First in the series - self employed Second in the series - company pensions, AVC's & PRSA's Third in the series - Executive or Directors pensions Forth in the series - Pre & Post Retirement Fifth in the series - Deferred Members Sixth in…
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Buy out Bond

Buy out Bond Sometimes called a Personal Retirement Bond depending on the underlying Life Company, if you have changed jobs during the course of your career or have ever been made redundant, or had a limited company which had to be wound up, have you started a pension plan during that time. If the answer to this question is yes, then…
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2015 tax deadline

Its that time again the end of the tax year is looming 12th November if using ROS or 31st October otherwise, it would be wise to consider offsetting some of your tax by putting some money into your pension Pensions have had a bad rap over the past few years and people have had little…
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Family Protection

Protecting your family is foremost in most parents minds, making sure there are measures in place to look after your family financially should you die or become ill suddenly, this is placing a proper value on your life and the income your life produces.  When families are young and possibly asset poor it makes so…
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People are living longer and leading more active lives in retirement.  It's now more important than ever for you to think about where your income will come from when you retire.  Your State pension will provide you with a basic level of retirement income, provided you qualify. When planning for retirement you will need to…
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Time is money

Time is money Last week we took on our youngest client, a young man of twenty two years of age who had the wisdom to start his pension early, this time last year we also took on a young client twenty four years of age, who also had the wisdom to start pension planning early. This is a positive step for both of these clients,  the benefits of using…
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